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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,593 | $198,457-49.8% | $170,435-41.6% | $147,586-32.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 12.57% | 257.30%-244.7pp | 205.94%-193.4pp | 578.59%-566.0pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,628 | $5,629+88.8% | $4,939+115.2% | $5,439+95.4% |
| Admin fee / account holder | $577 | $16,852-96.6% | $13,881-95.8% | $10,886-94.7% |